VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $961,112 | +59.1% | 17,958 | +66.8% | 0.13% | +67.1% |
Q2 2023 | $603,926 | -16.9% | 10,769 | -18.2% | 0.08% | -23.2% |
Q1 2023 | $727,060 | +106195.3% | 13,169 | -0.4% | 0.10% | -2.0% |
Q4 2022 | $684 | -99.9% | 13,227 | -7.3% | 0.10% | -4.7% |
Q3 2022 | $653,000 | +212.4% | 14,267 | +252.6% | 0.11% | +231.2% |
Q2 2022 | $209,000 | -12.9% | 4,046 | +0.8% | 0.03% | -13.5% |
Q1 2022 | $240,000 | -40.4% | 4,013 | -34.6% | 0.04% | -39.3% |
Q2 2021 | $403,000 | +8.0% | 6,140 | +3.1% | 0.06% | 0.0% |
Q1 2021 | $373,000 | +2386.7% | 5,953 | +1884.3% | 0.06% | +1120.0% |
Q3 2014 | $15,000 | -6.2% | 300 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% |
Q1 2014 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $16,000 | +6.7% | 300 | 0.0% | 0.01% | -14.3% |
Q3 2013 | $15,000 | +7.1% | 300 | 0.0% | 0.01% | +16.7% |
Q2 2013 | $14,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
Q1 2013 | $14,000 | – | 300 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 649,796 | $38,819,000 | 46.42% |
OIKOS HOLDINGS LLC | 1,755,436 | $104,870,000 | 32.63% |
Mosaic Advisors LLC | 393,628 | $23,515,000 | 26.58% |
Sageworth Trust Co | 5,057,564 | $302,139,000 | 23.56% |
SAM Advisors, LLC | 636,899 | $38,048,000 | 16.46% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 508,164 | $30,358,000 | 16.09% |
Gibson Wealth Advisors LLC | 207,344 | $12,387,000 | 12.64% |
UNIVEST FINANCIAL Corp | 723,488 | $43,221,000 | 12.18% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 264,909 | $15,825,000 | 11.61% |
Family CFO Inc | 170,696 | $10,197,000 | 10.35% |